Wells Fargo Advisors
47yrs
Top advisor by experience in Irvine
13yrs
Matthew Ames
Financial advisor at Merrill
Matthew Ames is a fiduciary financial advisor in Irvine, California, with 13 years in the industry. After two years at Unity Wealth Partners and two years at Crown Capital Securities, Matthew joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 1708 advisors with offices in Irvine, and one of 1570 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office100 Spectrum Center Dr, Irvine, CA 92618
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMerrillCurrent firm
- 2021 – 2024Unity Wealth PartnersPreviously
- Feb 2018 – Dec 2019Crown Capital Securities, L.P.Previously
- Jun 2016 – Jan 2018MerrillPreviously
- 2014 – 2016Morgan StanleyPreviously
Contact Matthew
Local office(949) 859-2900Ask for Matthew. (800) 637-7455Main office · New York, NY 100 Spectrum Center DrIrvine, CA 92618Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Matthew’s local office at (949) 859-2900 or the Merrill main office at (800) 637-7455, and ask for Matthew Ames.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2014, about 13 years. 13 years in the industry.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
SPC
47yrs
Top advisor by experience at SPC
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Irvine
Wells Fargo Advisors
46yrs
Top 1% by experience in Irvine
Morgan Stanley
46yrs
Top 1% by experience in Irvine
UBS Financial Services
45yrs
Top 1% by experience in Irvine